HERITAGE ALLIANCE OF NE TN & SW VA

EIN: 621502600 501(c)(3) Arts, Culture & Humanities

JONESBOROUGH, TN

Total Revenue
$131,322
Total Expenses
$126,618
Total Assets
$503,683
Net Assets
$480,504
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
TN
Phone
4237539580
Tax Period
2023-10-01 to 2024-09-30

HERITAGE ALLIANCE OF NE TN & SW VA, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $131K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $127K left a modest 4% surplus.

Mission

The Heritage Alliance is dedicated to the preservation of the architectural, historical, and cultural heritage of our region and to providing educational experiences related to history and heritage for a wide range of audiences.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $110,971
Program Service Revenue $9,487
Investment Income $0
Other Revenue $10,864
TOTAL REVENUE $131,322

Expense Breakdown

Grants Paid $0
Salaries & Benefits $62,197
Fundraising Expenses $1,612
Program Expenses $59,947
Other Expenses $64,421
TOTAL EXPENSES $126,618

Year-over-Year Comparison

2023 2022 Change
Revenue $131,322 $155,315 -0.2%
Expenses $126,618 $134,959 -0.1%
Net Income $4,704 $20,356 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
4
Volunteers
90

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$41,509
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNE G'FELLERS-MASON Executive Dir. 40.00
Officer
$39,539 $1,008 $40,547
CECILIA K EDWARDS Executive Dir. 40.00
Officer
$0 $962 $962
MEGHAN KIETA Trustee 1.50
Director
$0 $0 $0
GORDON EDWARDS President 1.50
Officer Director
$0 $0 $0
FRANK COLLINS Trustee 1.50
Director
$0 $0 $0
NICK ANDREWS Vice President 1.50
Officer Director
$0 $0 $0
CHARLENE CLEVELAND Trustee 1.50
Director
$0 $0 $0
MARK D EDMONDS Trustee 1.50
Director
$0 $0 $0
HAL HUNTER Secretary 1.50
Officer Director
$0 $0 $0
FRED COUNTS Trustee 1.50
Director
$0 $0 $0
CARI JARMAN Trustee 1.50
Director
$0 $0 $0
DANA ENSOR Treasurer 1.50
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $131,322 $126,618 $503,683 $4,704
2023 $155,315 $134,959 $496,043 $20,356
2022 $177,722 $149,583 $465,909 $28,139
2021 $155,074 $132,817 $439,033 $22,257
2020 $143,420 $124,470 $415,423 $18,950
2019 $167,687 $173,518 $395,333 $-5,831
2018 $150,123 $164,675 $414,225 $-14,552
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